A detailed history of Wetherby Asset Management Inc transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Wetherby Asset Management Inc holds 3,896 shares of VGIT stock, worth $227,643. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,896
Holding current value
$227,643
% of portfolio
0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$57.8 - $60.8 $225,188 - $236,876
3,896 New
3,896 $235,000
Q1 2024

May 15, 2024

SELL
$58.07 - $59.52 $4,587 - $4,702
-79 Reduced 2.17%
3,563 $208,000
Q4 2023

Feb 14, 2024

BUY
$56.15 - $59.51 $204,498 - $216,735
3,642 New
3,642 $216,000
Q2 2023

Aug 14, 2023

BUY
$58.61 - $60.65 $480,015 - $496,723
8,190 Added 104.85%
16,001 $938,000
Q1 2023

May 12, 2023

BUY
$57.72 - $60.39 $346 - $362
6 Added 0.08%
7,811 $468,000
Q4 2022

Feb 14, 2023

BUY
$57.14 - $59.67 $1,885 - $1,969
33 Added 0.42%
7,805 $456,000
Q3 2022

Nov 14, 2022

BUY
$57.73 - $62.32 $448,677 - $484,351
7,772 New
7,772 $453,000

Others Institutions Holding VGIT

About VANGUARD INTERMEDIATE-TERM TRE


  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.